San Luis Wealth Advisors LLC Purchases in Q3 2025

San Luis Wealth Advisors LLC

  • $446 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
1.29K
New
$209.79 - $237.38 $271K - $307K
1.29K $278K
TFC
Truist Financial Corp

Financial Services
6.04K
+ 17.18%
$42.83 - $47.07 $259K - $284K
41.2K $1.88M
PEP
Pepsico Inc

Consumer Defensive
1.97K
New
$133.81 - $152.16 $263K - $299K
1.97K $276K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.8K
+ 10.41%
$55.61 - $57.37 $267K - $276K
51K $2.91M
COF
Capital One Financial Corp

Financial Services
1.28K
New
$207.29 - $229.74 $266K - $295K
1.28K $272K
AVGO
Broadcom Inc.

Technology
825
+ 3.74%
$264.74 - $369.57 $218K - $305K
22.9K $7.55M
QCOM
Qualcomm Inc

Technology
1.58K
+ 93.95%
$145.84 - $173.55 $231K - $275K
3.27K $543K
VRT
Vertiv Holdings CO

Industrials
2.96K
New
N/A
2.96K $256K
BAC
Bank Of America Corp

Financial Services
4.98K
New
$44.92 - $52.42 $224K - $261K
4.98K $256K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
547
New
$435.72 - $463.74 $238K - $254K
547 $253K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.78K
+ 4.34%
$81.76 - $86.36 $227K - $240K
66.9K $5.67M
MCD
Mcdonalds Corp

Consumer Cyclical
772
+ 110.6%
$291.67 - $316.99 $225K - $245K
1.47K $446K
VGT
Vanguard Information Technolog

ETFs
307
New
$656.44 - $753.15 $202K - $231K
307 $229K
TSLA
Tesla, Inc.

Consumer Cyclical
497
+ 2.14%
$293.94 - $444.72 $146K - $221K
23.8K $10.6M
WMT
Walmart Inc.

Consumer Defensive
2.14K
+ 19.26%
$94.4 - $104.27 $202K - $224K
13.3K $1.37M
SO
Southern CO

Utilities
2.32K
New
$90.83 - $96.0 $211K - $223K
2.32K $219K
RY
Royal Bank Of Canada

Financial Services
1.47K
New
$128.46 - $148.6 $189K - $219K
1.47K $216K
GD
General Dynamics Corp

Industrials
628
New
$293.92 - $341.0 $185K - $214K
628 $214K
AMGN
Amgen Inc

Healthcare
735
+ 76.64%
$271.18 - $309.22 $199K - $227K
1.69K $478K
UL
Unilever PLC

Consumer Defensive
3.45K
New
$58.43 - $65.01 $202K - $224K
3.45K $204K
LHX
L3 Harris Technologies, Inc.

Industrials
671
New
$252.18 - $305.41 $169K - $205K
671 $204K
ADI
Analog Devices Inc

Technology
778
+ 64.03%
$220.68 - $255.63 $172K - $199K
1.99K $489K
OKE
Oneok Inc

Energy
2.48K
+ 15.98%
$71.36 - $83.47 $177K - $207K
18K $1.31M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.11K
+ 6.2%
$53.81 - $57.52 $168K - $179K
53.3K $3.07M
XLK
Technology Sector Spdr

ETFs
632
+ 3.05%
$250.97 - $282.66 $159K - $179K
21.4K $6.02M
EIX
Edison International

Utilities
2.95K
+ 26.11%
$50.42 - $56.35 $148K - $166K
14.2K $786K
CVS
Cvs Health Corp

Healthcare
2.12K
+ 21.73%
$58.75 - $76.5 $125K - $162K
11.9K $896K
PM
Philip Morris International Inc.

Consumer Defensive
947
+ 18.48%
$157.77 - $183.27 $149K - $174K
6.07K $984K
XOM
Exxon Mobil Corp

Energy
1.23K
+ 4.4%
$105.83 - $117.22 $131K - $145K
29.3K $3.3M
GOOGL
Alphabet Inc.

Communication Services
558
+ 1.19%
$174.36 - $254.72 $97.3K - $142K
47.5K $11.5M
EXC
Exelon Corp

Utilities
2.97K
+ 21.16%
$42.73 - $45.54 $127K - $135K
17K $766K
MRK
Merck & Co., Inc.

Healthcare
1.59K
+ 17.7%
$77.6 - $87.37 $123K - $139K
10.6K $887K
ORCL
Oracle Corp

Technology
456
+ 9.05%
$218.96 - $328.33 $99.8K - $150K
5.49K $1.55M
PLTR
Palantir Technologies Inc.

Technology
700
+ 21.06%
$130.68 - $186.97 $91.5K - $131K
4.02K $734K
RDVY
First Trust Rising Dividend Ac

ETFs
1.83K
+ 11.83%
$62.38 - $67.29 $114K - $123K
17.3K $1.17M
FE
Firstenergy Corp

Utilities
2.55K
+ 17.2%
$39.76 - $45.82 $102K - $117K
17.4K $796K
CVX
Chevron Corp

Energy
735
+ 12.2%
$145.57 - $161.83 $107K - $119K
6.76K $1.05M
PLD
Prologis, Inc.

Real Estate
991
+ 15.63%
$104.08 - $115.35 $103K - $114K
7.33K $839K
O
Realty Income Corp

Real Estate
1.81K
+ 16.08%
$56.13 - $60.79 $101K - $110K
13K $792K
KMB
Kimberly Clark Corp

Consumer Defensive
830
+ 17.12%
$121.72 - $136.77 $101K - $114K
5.68K $706K
XLY
Select Sector Spdr Consumer Di

ETFs
421
+ 33.76%
$216.09 - $242.18 $91K - $102K
1.67K $399K
DUK
Duke Energy Corp

Utilities
809
+ 14.08%
$116.31 - $125.93 $94.1K - $102K
6.55K $810K
IBM
International Business Machines Corp

Technology
346
+ 6.53%
$234.77 - $292.47 $81.2K - $101K
5.64K $1.59M
MO
Altria Group, Inc.

Consumer Defensive
1.48K
+ 12.98%
$57.75 - $67.68 $85.6K - $100K
12.9K $852K
ADP
Automatic Data Processing Inc

Industrials
329
+ 38.98%
$288.69 - $310.94 $95K - $102K
1.17K $344K
KMI
Kinder Morgan, Inc.

Energy
3.24K
+ 13.26%
$26.23 - $28.5 $84.9K - $92.2K
27.6K $782K
VICI
Vici Properties Inc.

Real Estate
2.81K
+ 14.31%
$31.43 - $33.93 $88.3K - $95.3K
22.4K $731K
BMY
Bristol Myers Squibb CO

Healthcare
2.01K
+ 14.66%
$43.31 - $48.98 $86.9K - $98.3K
15.7K $707K
AEP
American Electric Power CO Inc

Utilities
776
+ 12.73%
$103.26 - $115.0 $80.1K - $89.2K
6.87K $773K
Activity Summary
Buys All Purchases 148 New Holdings 40 Increased Positions 108 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 4 Puts 0
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